Manage Expense Reports

Mobile app

• The Cleemy Expenses Mobile App
• Cleemy Expenses Mobile App Troubleshooting

Enter an expense

• Creating an Expense
• Creating an Expense in the Mobile App
• Automatic Recognition of Receipts
• Automatic Reconciliation of Receipts
• Guests from outside the company
• Deleting an Expense

Submit expense reports

• Submitting an Expense Report
• Following an Expense Report Situation
• Creating an Expense Report for a Third Party

Approve expense reports

• Expense report approval
• The Delegation in Cleemy Expenses
• Overriding Blocking Spending Limits

Expenses payment

• Expense report payment with Cleemy Expenses
• The implicit payment at the time of the accounting export
• Using the Payment Module
• Adding Employee's Banking Information
• Configuring the payment module

Control and export

• Controlling Expense Reports
• Cleemy Expenses Exports – Common Mistakes
• Cleemy Expenses Accounting Export Module
• Automating Cleemy Expenses Exports

Advances

• Using the Advances Management Module

Define approval workflow

• Configuring Your Approval Steps
• Setting up a second expenses approver
• Appointing a department head

Manage expense policy

• Setting up Custom Expense Policies
• Defining the controls of an expense type
• Setting up Multi-Nature Controls
• Managing Leave Controls
• Managing Cross-Invitations
• Currency management

Manage expense natures

• Creating an Expense Nature
• Mileage Expenses
• “Restaurant and Guest” Expenses
• Configuring VAT recovery
• Natures Mapping Table

Configuration - accounting and payroll exports

• Accounting entries managed by Cleemy Expenses
• Setting Up Cleemy Expenses Exports
• Payroll charts
• Configuring accounting exports

Create expenses reports

• Retrieving Expense Receipts
• Making a report about your internal attendees
• Creating expense report statements
• General statements module
• Dematerialisation service with probative value of receipts

Administration

• Cleemy Expenses Administrator Tasks
• The Life Cycle of Expenses

Configuration

• Configuring a Chart of Accounts
• Activating the Corporate Card Option when Submitting an Expense
• Limiting the entry of past and future expenses

Integrations with banks

• Bank synchronizations

Analytical axes

• Managing analytics with Cleemy Expenses
• Implementing analytic axes with Cleemy Expenses
• Custom fields

Notifications

• Cleemy Expenses Email Notifications